Introduction to trusts

Joining us for our next instalment of technical knowhow is Senior Technical Consultant Charlene Young.

During this session, Charlene will cover the main types of trust, the key responsibilities of trustees and how different types of trusts are taxed.

The value of investments can go down as well as up and your client may not get back their original investment.

For professional advisers’ use only.

Tax and pension rules apply.